All posts in Process Management

9 Free Templates for a Successful Change Management Plan

Change leader selecting a route on a nine-lane transition switchyard for a successful change management plan

A change management plan turns a business change from a broad intention into controlled work. It defines the outcome, owners, affected stakeholders, communication, training, timeline, risks, approvals, and evidence needed to move from the current state to the next one without losing accountability along the way.

The nine free change management plan templates from Process Street help you choose a proven framework and put it into practice. Each model approaches change from a different angle, from individual adoption and emotional transition to organizational alignment and continuous improvement. Use the model that fits your situation, then adapt its checklist to the people, controls, and measures your change requires.

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7 Steps to Build a Better Procurement Management Process

Procurement leader inspecting a miniature factory-to-warehouse supply chain model

Procurement management is the discipline of planning, approving, monitoring, and documenting how an organization buys goods and services. A strong procurement management process connects business needs to qualified suppliers, controlled spending, contract performance, and a complete record of every decision.

This guide explains the difference between procurement and procurement management, shows what can go wrong when controls fail, and gives you a practical seven-step procurement management plan.

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7 Questions to Ask When Auditing Your Customer Success Processes

Customer success leader auditing a customer lifecycle board with health and renewal markers.

Bora Lee, then Manager of Customer Enablement at ChurnZero, helped customer success teams turn strategy into automated, streamlined processes that put the right data in front of the right customer at the right time.

Customer success teams do not need perfect processes. They need processes they can inspect, improve, and prove. Markets change, products change, customers change, and team responsibilities change with them. A customer success process audit gives you a repeatable checklist for finding the handoff gaps, feedback patterns, bottlenecks, time sinks, and data issues that quietly damage customer outcomes. Process Street, the Compliance Operations Platform, helps teams turn those checks into enforced workflows, evidence, and continuous improvement.

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4 General Problems with Business Process Management

Operations manager diagnosing general problems in business process management on a workflow board

Business process management is an excellent way to keep your business organized and running efficiently, but BPM implementation can still create problems along the way. The most common business process management challenges are not just software issues. They happen when people misunderstand the system, do not buy into it, forget steps under pressure, or assume responsibility belongs to the process instead of a person.

It is important to recognize what can occur so you can create an environment that prevents those problems from happening. Here are four general problems with business process management, plus practical ways to counter them before they spread through the business.

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17 Reasons to Implement a BPMS for Your Business (Free Ebook)

Operations leader adjusting a miniature workflow model for a BPMS implementation guide

Businesses are constantly under pressure to stay ahead, and even a small process improvement can create a meaningful operating edge. Business process management gives teams a way to find those improvements, standardize the work, and keep improving instead of relying on memory or scattered documents.

This Process Street article looks at 17 reasons to implement a BPMS for your business, plus the free ebook resources you can use to go deeper on business process management, business process automation, and BPMS software.

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17 BPM Statistics to Help You Increase Efficiency in Your Business

Operations leader adjusting a miniature process line for BPM statistics about efficiency

Business process management (BPM for short) gets a bad rap. Some consider it industry jargon, others an ineffective management hack, and almost all see it as boring.

However, there is no better way to increase efficiency and consistency in your business than by documenting, managing, measuring, and improving your processes effectively.

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How Process Street Helped a Financial Planning Firm Scale 200% Without Hiring More Staff

Concierge Wealth Management (CWM) and Insurance Solutions offers integrated wealth management and financial planning services for high-earning professionals, successful families, and individuals navigating wealth on their own terms. 

Like many growing financial services firms, CWM needed intricate processes and seamless coordination to manage diverse client needs across everything from life insurance to investment accounts.

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Keyper Cuts Property Management Processing Time by 75% with Process Street

Keyper is a fast-growing property management company in Dubai managing hundreds of rentals, maintenance requests, and tenancy renewals. But with work scattered across Salesforce, Trello, Airtable, DocuSign, and email, operations were slow and error-prone.

When Vasim Shaikh joined as Head of Operations, he knew they needed one platform to centralize work, enforce accountability, and keep up with tenant demands.

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The Ultimate List of 46 Business Process Improvement Tools

process improvement tools

A 2018 survey by BPTrends found that 93% of the organizations studied used multiple process improvement tools.

This is because business processes are the life-blood of your organization. Process improvements, therefore, prime your organization to run like a well-oiled machine, bettering your chances of business success.

On that note, in this Process Street article, we take a look at our top 46 process improvement tools. Using these tools will improve customer satisfaction, save you money, strengthen customer retention, and boost project success rate (+ more).

Click on the relevant subheader to jump to your section of choice, alternatively scroll down to read all we have to say.

For clarity, I’ve split each tool as per the following subheaders – click to jump to the unique tool category.

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Process Redesign: How We Rebuilt Our Most Vital Process in Under 20 Hours

process redesign

At Process Street, we’re proud to rock process management. So much so, we try to encourage a culture of continuous improvement across all of our internal teams & processes.

It’s even in our name. 

So how is it that our content team ended up using a process that was in pretty dire need of a redesign? 

And not just any process, mind you – the process of processes. The process we live and breathe by. The process that defines everything we do – including this very post. The one process to rule us all.

That’s right: Our blog production process was broken. 

We knew it, too. That was the worst part. The entire team was painfully aware of exactly how broken and inefficient the blog production process (BPP) had gotten. 

But you know how it is. Redesigning the blog production process became that thing that’s always on tomorrow’s to-do list.

By the time we finally found the capacity to tackle the process redesign project, there were more exceptions to the process than rules – which is not a good process management system at all. 

So the question became: How do we redesign a process that is constantly in use without breaking everything?

This is how we did it.

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